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Intrua Financial’s ProShares Short S&P500 SH Stock Holding History

Intrua Financial’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,184
Closed -$191K – 365
2023
Q1 		$191K Buy
3,184
+77
+2% +$4.75K 0.04% 327
2022
Q4 		$196K Buy
+3,107
New +$199K 0.05% 326

Other funds holding SH

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Intrua Financial's SH Position: Q2 2023 in Review

Intrua Financial sold out of ProShares Short S&P500 (SH) in Q2 2023, closing a stake of 3,184 shares — an estimated $191K sold.

Intrua Financial first reported a position in SH in Q4 2022 and held it in 2 quarters. The position peaked at $196K in Q4 2022. 208 funds tracked by Wall St. Rank hold SH as of Q2 2023.

  • Intrua Financial reported no remaining ProShares Short S&P500 position as of Q2 2023 after selling out during the quarter.
  • Intrua Financial sold 3,184 ProShares Short S&P500 shares in Q2 2023, an estimated $191K.
  • Intrua Financial first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 2 quarters.
  • Intrua Financial's ProShares Short S&P500 position peaked at $196K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2023.

Based on Intrua Financial's 13F filing for Q2 2023, filed 13 Feb 2025.